State Street MY2029 MunicipaMYMIETF
13F holders, Q4 2025 (December 31)5holders
1new positions
1sold out
$24.62avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding State Street MY2029 Municipa (MYMI) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Heartwood Wealth Advisors LLC ($5.8M), Osaic Holdings, Inc. ($1.6M) and Lido Advisors, LLC ($1.1M).
- Company
- State Street MY2029 Municipa
- Filed as
- SSGA ACTIVE TR (Q4 2025)
- CUSIP
- 78470P689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.1M |
| Exits | 1 | $1.1M |
All 13F filers, Q3 2025 → Q4 2025: 60,928 shares bought and 78,197 shares sold, net −17,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Heartwood Wealth Advisors LLC | 0.54% | Add +1.1% | 237,069 | $5.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.5% | 66,276 | $1.6M |
| Lido Advisors, LLC | 0.00% | New | 45,674 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +66.6% | 31,956 | $787K |
| Comerica Bank | 0.00% | No change | 6,021 | $148K |
"% of holder's portfolio" is MYMI's weight in each manager's 13F, not the share of State Street MY2029 Municipa the manager owns.